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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,947 | $77,817-35.8% | $123,553-59.6% | $64,173-22.2% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -6.24% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,199 | $3,014+6.1% | $4,628-30.9% | $2,381+34.4% |
| Participant deferral / active EE | $5,111 | $5,240-2.5% | $6,426-20.5% | $3,470+47.3% |
| Admin fee / account holder | $4,437 | $5,519-19.6% | $9,284-52.2% | $4,887-9.2% |